====KOOS SMIT==== ==Privaat== * {{ ::1._Koos_Broker_disclosure_KS.docx |Broker Disclosure}} * {{ ::1._Koos_Makelaar_openbaarmaking_KS.docx |Makelaar Openbaarmaking}} * {{ ::2._Magtigingsbrief_en_makelaar_aanstelling_masterKSSA.docx |Magtigingsbrief en Makelaaraanstelling}} * {{ ::7._Documents_recieved_and_signedKSSA.docx |Documents Received and Signed}} * {{ ::7._Dokumente_Ontvang_en_GetekenKSSA.docx |Dokumente Ontvang en Geteken}} * {{ ::2._Broker_appointmentKSSA.docx |Authority to Obtain Information and Broker appointment}} * {{ ::3.20KS.docx |Boedel Ontledings Vraelys}} * {{ ::SA_Analysis_E_V26.xlsm |SA Analysis- English V26}} * {{ :SA_Ontleding_-_Afrikaans_V26_-_KS.xlsm |SA Ontleding - Afrikaans V26}} * {{ :Indien_ek_voortydig_tot_sterwe_kom.docx |Indien Ek Voortydig Tot Sterwe Kom}} * {{::Will_ApplicationKS.pdf|Will Application}} * {{ ::1.KS.pdf |Testament Aansoek 03/2016}} * {{ ::Check_List_-_kliente_leer_KS.xls |Check List - Kliente Leer}} * {{ ::5.KS.docx |Inligting Benodig vir U Vertroulike Finansiële Behoeftebepaling}} * {{ ::Aftree_en_beleggings_beplanning_vralys.docx |Aftree en Beleggings Beplanning Vraelys}} * {{ ::Reirement_and_Investment_questionnaire.docx |Retirement & Investment Questionnaire}} ==Standaard== *{{ ::General_Client_Needs_Assessment.docx |General Client Needs Assessment}} * {{ ::Algemene_Kliente_Behoefte_Ontleding.docx | Algemene kliënte behoefte ontleding }} * {{ ::Client_detail.docx |Client detail}} * {{ ::Klient_Inligting.docx |Kliënt Inligting}} * {{ ::RISIKO_PROFIEL_VRAELYS.docx |Risiko Profiel Vraelys}} * {{:: 4.1_Risk_Profile_Questionnaire.docx|Risk Profile Questionnaire}} * {{ ::Risk_Profile.docx | Risk profile}} * {{ ::FIC_RISK_RATING.docx |FIC RISK RATING}} * {{ ::9._Ongoing_due_diligence_questionnaire.docx | Ongoing due diligence questionnaire}} * {{ ::10.1_On_boarding_questionnaire_legal_persons.docx | On boarding questionnaire legal persons}} * {{ ::10.1_On_boarding_questionnaire_Trust.docx | On boarding questionnaire Trust}} * {{ ::10.2_On_boarding_questionnaire_natural_persons.docx | On boarding questionnaire natural persons }} * {{ ::10.3_On_boarding_questionnaire_partnership.docx | On boarding questionnaire partnership}} * {{ ::10.4_On_boarding_questionnaire_trust.docx | On boarding questionnaire trust}} * {{ ::Record_of_Advice_-_Risk_Cover_Analysis.docx | Record of Advice - Risk Cover Analysis}}